SOS
DOCU

Silver Oak Securities’s DocuSign DOCU Stock Holding History

Silver Oak Securities’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$175K Buy
+3,941
New +$185K 0.01% 768
2026
Q1 		– Sell
-3,232
Closed -$223K – 799
2025
Q4 		$223K Buy
3,232
+7
+0.2% +$484 0.02% 730
2025
Q3 		$232K Buy
+3,225
New +$249K 0.02% 664
2025
Q1 		– Sell
-2,133
Closed -$196K – 668
2024
Q4 		$196K Buy
+2,133
New +$170K 0.02% 591

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Silver Oak Securities's DOCU Position: Q2 2026 in Review

Silver Oak Securities opened a new position in DocuSign (DOCU) in Q2 2026: 3,941 shares worth $175K. The stake represents 0.01% of the portfolio and ranks #768 among its holdings. This is a return to the name: Silver Oak Securities previously reported a position in DOCU as recently as Q4 2025.

Silver Oak Securities first reported a position in DOCU in Q4 2024 and has held it in 4 quarters since. The position peaked at $232K in Q3 2025. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Silver Oak Securities held 3,941 shares of DocuSign worth $175K as of Q2 2026.
  • DocuSign was a new Silver Oak Securities position in Q2 2026.
  • DocuSign made up 0.01% of Silver Oak Securities's portfolio in Q2 2026, its #768 holding.
  • Silver Oak Securities first reported a position in DocuSign in Q4 2024 and has held it in 4 quarters since.
  • Silver Oak Securities's DocuSign position peaked at $232K in Q3 2025.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.